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AVUVX vs DFSVX
AVUVX vs DFSVX Comparison
Open Charts AVUVX vs DFSVX
Avantis® U.S. Small Cap Value Instl
Price$19.00
Change+$1.07 (+5.97%)
VolumeN/A
Net Assets1.33B
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
AVUVX vs DFSVX Comparison Chart in %
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AVUVX vs. DFSVX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVUVX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. AVUVX (1.33B). DFSVX pays higher dividends than AVUVX: DFSVX (1.58) vs AVUVX (1.41). AVUVX was incepted earlier than DFSVX: AVUVX (6 years) vs DFSVX (33 years). DFSVX (0.31) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AVUVX: DFSVX (0) vs AVUVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. AVUVX (10.92). AVUVX (55.91) and DFSVX (55.54) have equivalent 5 years return.
| AVUVX | DFSVX | AVUVX / DFSVX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.25 | 0.31 | 81% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 9.510 | 9.431 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 17.9B | 7% |
| Annual Yield % from dividends | 1.41 | 1.58 | 89% |
| Returns for 1 year | 10.92 | 17.52 | 62% |
| Returns for 3 years | 29.51 | 35.91 | 82% |
| Returns for 5 years | 55.91 | 55.54 | 101% |
| Returns for 10 years | N/A | 121.92 | - |
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